News + Filings Holdings
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W.G. Shaheen & Associates DBA Whitney & Co
> JPM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | JPMORGAN CHASE & CO | JPM | 107,336 | 2,860 | 15,610,960,000 | 1,600,676,000 | $145,440.11 |
| 12/31/2022 | JPMORGAN CHASE & CO | JPM | 104,476 | 2 | 14,010,284,000 | 13,999,366,000 | $134,100.50 |
| 09/30/2022 | JPMORGAN CHASE & CO | JPM | 104,474 | 564 | 10,918,000 | -783,000 | $104.50 |
| 06/30/2022 | JPMORGAN CHASE & CO | JPM | 103,910 | 519 | 11,701,000 | -2,393,000 | $112.61 |
| 03/31/2022 | JPMORGAN CHASE & CO | JPM | 103,391 | 1,013 | 14,094,000 | -2,118,000 | $136.32 |
| 12/31/2021 | JPMORGAN CHASE & CO | JPM | 102,378 | -274 | 16,212,000 | -591,000 | $158.35 |
| 09/30/2021 | JPMORGAN CHASE & CO | JPM | 102,652 | 452 | 16,803,000 | 907,000 | $163.69 |
| 06/30/2021 | JPMORGAN CHASE & CO | JPM | 102,200 | 1,385 | 15,896,000 | 549,000 | $155.54 |
| 03/31/2021 | JPMORGAN CHASE & CO | JPM | 100,815 | 614 | 15,347,000 | 2,163,000 | $152.23 |
| 12/31/2020 | JPMORGAN CHASE & CO | JPM | 100,201 | -610 | 13,184,000 | 3,479,000 | $131.58 |
| 09/30/2020 | JPMORGAN CHASE & CO | JPM | 100,811 | 809 | 9,705,000 | 299,000 | $96.27 |
| 06/30/2020 | JPMORGAN CHASE & CO | JPM | 100,002 | 19,698 | 9,406,000 | 2,176,000 | $94.06 |
| 03/31/2020 | JPMORGAN CHASE & CO | JPM | 80,304 | 1,620 | 7,230,000 | -3,739,000 | $90.03 |
| 12/31/2019 | JPMORGAN CHASE & CO | JPM | 78,684 | 845 | 10,969,000 | 942,000 | $139.41 |
| 09/30/2019 | JPMORGAN CHASE & CO | JPM | 77,839 | 2,568 | 10,027,000 | 1,612,000 | $128.82 |
| 06/30/2019 | JPMORGAN CHASE & CO | JPM | 75,271 | 885 | 8,415,000 | -217,000 | $111.80 |
| 03/31/2019 | JPMORGAN CHASE & CO | JPM | 74,386 | 7,346 | 8,632,000 | 1,643,000 | $116.04 |
| 12/31/2018 | JPMORGAN CHASE & CO | JPM | 67,040 | 7,122 | 6,989,000 | 255,000 | $104.25 |
| 09/30/2018 | JPMORGAN CHASE & CO | JPM | 59,918 | 6,108 | 6,734,000 | 1,127,000 | $112.39 |
| 06/30/2018 | JPMORGAN CHASE & CO | JPM | 53,810 | 6,834 | 5,607,000 | 441,000 | $104.20 |
| 03/31/2018 | JPMORGAN CHASE & CO | JPM | 46,976 | 3,305 | 5,166,000 | 496,000 | $109.97 |
| 12/31/2017 | JPMORGAN CHASE & CO | JPM | 43,671 | 317 | 4,670,000 | 707,000 | $106.94 |
| 09/30/2017 | JPMORGAN CHASE & CO | JPM | 43,354 | 0 | 3,963,000 | 0 | $91.41 |
| 06/30/2017 | JPMORGAN CHASE & CO | JPM | 43,354 | 10,004 | 3,963,000 | 1,085,000 | $91.41 |
| 12/31/2016 | JPMORGAN CHASE & CO | JPM | 33,350 | 620 | 2,878,000 | 699,000 | $86.30 |
| 09/30/2016 | JPMORGAN CHASE & CO | JPM | 32,730 | 4,646 | 2,179,000 | 434,000 | $66.58 |
| 06/30/2016 | JPMORGAN CHASE & CO | JPM | 28,084 | 1,124 | 1,745,000 | 148,000 | $62.14 |
| 03/31/2016 | JPMORGAN CHASE & CO | JPM | 26,960 | 9,960 | 1,597,000 | 718,000 | $59.24 |
| 12/31/2015 | JPMORGAN CHASE & CO | JPM | 24,535 | 7,535 | 1,620,000 | 741,000 | $66.03 |
| 09/30/2015 | JPMORGAN CHASE & CO | JPM | 24,255 | 7,255 | 1,479,000 | 600,000 | $60.98 |
| 06/30/2015 | JPMORGAN CHASE & CO | JPM | 23,030 | 6,030 | 1,561,000 | 682,000 | $67.78 |
| 03/31/2015 | JPMORGAN CHASE & CO | JPM | 22,965 | 5,965 | 1,391,000 | 512,000 | $60.57 |
| 12/31/2014 | JPMORGAN CHASE & CO | JPM | 22,215 | 100 | 1,390,000 | 58,000 | $62.57 |
| 09/30/2014 | JPMORGAN CHASE & CO | JPM | 22,115 | 5,115 | 1,332,000 | 453,000 | $60.23 |
| 06/30/2014 | JPMORGAN CHASE & CO | JPM | 21,890 | 4,890 | 1,261,000 | 382,000 | $57.61 |
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